Edit Split Order Rule

Description

Use the Edit Split Order Rules page to define the specific settings for conditions and actions associated with split order rules. For each of the conditions, you may select how the system applies the condition (e.g., selected locations, all locations except, all conditions must be met, at least one condition must be met, etc.). If the conditions are met and the system splits the order, it runs order entry rules on the new orders.

Access

Select Add or Edit for the desired condition or action on the Split Order Rules administration page.

Adding or Editing Split Order Rule Conditions

Below is a description of each available condition and the steps to follow to add or edit the condition's settings.

Collection Locations: The collection location(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Collection Locations or the All Collection Locations Except... option to establish whether the condition will apply to the collection locations you add, or if it will apply to all of the collection locations in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the collection location from the Collection Locations Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired collection locations to the condition.
4. The system lists the collection locations you add in the Collection Locations section. Select X next to a collection location if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Order Choices: The order choices that will have order choice-specific actions performed on them, or the order choices that must be included or absent on the order as new or added order choices to allow the rule to fire.
1. Select either the Selected Order Choices or the All Order Choices Except... option to establish whether the condition will apply to the order choices you add, or if it will apply to all of the order choices in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the order choice from the Order Choices Search page. See the Order Choice Search topic.
3. Repeat these steps to add all of the desired order choices to the condition.
4. The system lists the order choices you add in the Order Choices section, along with their active statuses. Select X next to an order choice if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.

Important

When you specify one or more order choices for the Order Choices condition and you specify one or more additional order choice-specific conditions (e.g., Test Conditions or Testing Hosts), then all of the order choice-specific conditions you set must be true for one of the specified Order Choices, or the rule will not fire.

Days of the Week: The day(s) of the week that the order choice must be added to the order to allow the rule to fire.
1. Select the Selected Days option to establish the days of the week and specific times for the order.
2. Select an option from the drop-down list underneath Selected Days to set the time zone for the order, e.g., (GMT-05:00) Eastern Standard Time.
3. Select the Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and/or Saturday checkboxes as appropriate to set the days when this rule should apply.
4. After you select one or more of the days of the week, select the time range during which the rule should apply for each selected day:
  - All Day: Select this option to apply the rules for the entire day.
  - Time Frame: Select this option and enter a time range to limit the rule to apply only during the selected hours.
5. Once you have completed your selections, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Insurance Companies: The insurance company that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Insurance Companies or the All Insurance Companies Except... option to establish whether the condition will apply to the insurance companies you add, or if it will apply to all of the insurance companies in the system except for those you add.
2. If desired, select one or more companies in the Insurance Company section if you wish to include the companies in the rule condition. Once selected, the company will automatically populate in the table. See the Insurance Search topic.
3. Once you have completed your selections, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Order Choice Billing Statuses: The status of the billing statement that must accompany the order choice to allow the rule to fire.
1. Select either the Selected Billing Statuses or the All Billing Statuses Except... option to establish whether the condition will apply to the order choice billing statuses you add, or if it will apply to all of the order choice billing statuses in the system except for those you add.
2. Select the Client Bill, Direct Bill, Patient Bill, and/or Not Assigned options to establish the billing statuses that you are adding.
3. If desired, select one or more statuses in the Custom Billing Statuses section if you wish to include custom status(es) in the rule condition.
4. Once you have completed your selections, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Order Choice Priority: The priority status that is assigned to the order choice to allow the rule to fire.
1. Select either the Selected Priorities or the All Priorities Except... option to establish whether the condition will apply to the order choice priority you add, or if it will apply to all of the order choice priorities in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the order choice priority from the Priority Search page. See the Priority Search topic.
3. Repeat these steps to add all of the desired order choice priorities to the condition.
4. The system lists the order choice priorities you add in the Priorities section. Select X next to an order choice priority if you wish to remove it from the list.
5. Once you have completed your changes, select the Save button to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Order Choice Types: The type that is assigned to the order choice to allow the rule to fire.
1. Select either the Selected Order Choice Types or the All Order Choice Types Except... option to establish whether the condition will apply to the order choice types you add, or if it will apply to all of the order choice types in the system except for those you add.
2. Enter one or more characters in the search field, and then select the Search button to select the order choice types from the Order Choice Type Search page. See the Order Choice Search topic.
3. Repeat these steps to add all of the desired order choice types to the condition.
4. The system lists the order choice types you add in the Order Choice Types section, along with their active statuses. Select X next to an order choice type if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Ordering Locations: The ordering location(s) that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Ordering Locations or the All Ordering Locations Except... option to establish whether the condition will apply to the ordering locations you add, or if it will apply to all of the ordering locations in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the ordering location from the Location Search page. See the Location Search topic.
3. Repeat these steps to add all of the desired ordering locations to the condition.
4. The system lists the ordering locations you add in the Ordering Locations section. Select X next to an ordering location if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Practices: The practices to be selected as a list to trigger the condition on (or for multiple practices) to be selected in a list that will trigger the rule for all practices except for the ones that have been specified.
1. Select either the Selected Practices or the All Practices Except... option to establish whether the condition will apply to the practices you add, or if it will apply to all of the practices in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the practices from the Practices Search page. See the Practices Search topic.
3. Repeat these steps to add all of the desired practices to the condition.
4. Once you have completed your changes, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Sample Types: The sample types that are assigned to the order choice to allow the rule to fire.
1. Select either the Selected Sample Types or the All Sample Types Except... option to establish whether the condition will apply to the sample types you add, or if it will apply to all of the sample types in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the sample types from the Sample Type Search page. See the Sample Type Search topic.
3. Repeat these steps to add all of the desired sample types to the condition.
4. The system lists the sample types you add in the Sample Types section. Select X next to a sample type if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Storage Temperatures: The temperature in which a sample can be stored must be included or absent to allow the rule to fire.
1. Select either the Selected Storage Temperatures or the All Storage Temperatures Except... option to establish whether the condition will apply to the storage temperature you add, or if it will apply to all of the storage temperatures in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the storage temperature from the Storage Temperature Search page. See the Storage Temperature Search topic.
3. Repeat these steps to add all of the desired storage temperature to the condition.
4. The system lists the storage temperatures you add in the Storage Temperature section. Select X next to storage temperature if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Testing Hosts: The host(s) designated to perform testing that must be included or absent on the order to allow the rule to fire.
1. Select either the Selected Testing Hosts or the All Testing Hosts Except... option to establish whether the condition will apply to the testing hosts you add, or if it will apply to all of the testing hosts in the system except for those you add.
2. Enter one or more characters in the search field, and then select Search to select the testing host from the Host Selection page. See the Host Selection topic.
3. Repeat these steps to add all of the desired testing hosts to the condition.
4. The system lists the testing hosts you add in the Testing Hosts section. Select X next to a testing host if you wish to remove it from the list.
5. Once you have completed your changes, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.

If your modifications are complete, select Save to record all changes. Otherwise, complete the remaining sections, and then select Save.

Setting Split Order Rule Actions

Below is a description of each available action and the steps to follow to add or edit the action's settings.

Display Message: Displays a message when the order is split.
1. Enter or edit custom message text in the Message to display text field.
2. After you have entered the desired text, select Test to preview the contents of the message in a pop-up window.
3. Select OK to approve the test message.
4. Once you have completed your changes, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.
Split into a Separate Order: Splits the order into separate orders. The system automatically splits the order because it is a split order rule.
1. Select the Do not split if a new order will only have miscellaneous order choices checkbox to have the system not split if a new order only has miscellaneous order choices.
2. Once you have completed your changes, select Save to return to the Split Order Rules administration page to continue creating or editing the split order rule. Remember that you must select Save on the Split Order Rules administration page in order to finalize the changes you make on this page.